WBCM
Wilson & Boucher Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Sell |
19,872
-730
| -4% | -$173K | 3.28% | 4 |
|
|
2025
Q1 | $4.57M | Sell |
20,602
-565
| -3% | -$125K | 3.4% | 4 |
|
|
2024
Q4 | $5.09M | Buy |
21,167
+530
| +3% | +$127K | 3.6% | 4 |
|
|
2024
Q3 | $4.9M | Buy |
20,637
+1,100
| +6% | +$261K | 3.37% | 5 |
|
|
2024
Q2 | $4.26M | Sell |
19,537
-25
| -0.1% | -$5.45K | 3.26% | 5 |
|
|
2024
Q1 | $4.47M | Sell |
19,562
-110
| -0.6% | -$25.1K | 3.52% | 5 |
|
|
2023
Q4 | $4.2M | Buy |
19,672
+525
| +3% | +$112K | 3.53% | 5 |
|
|
2023
Q3 | $3.62M | Sell |
19,147
-200
| -1% | -$37.8K | 3.44% | 5 |
|
|
2023
Q2 | $3.85M | Sell |
19,347
-400
| -2% | -$79.6K | 3.47% | 5 |
|
|
2023
Q1 | $3.74M | Buy |
19,747
+750
| +4% | +$142K | 3.6% | 5 |
|
|
2022
Q4 | $3.49M | Sell |
18,997
-99
| -0.5% | -$18.2K | 3.57% | 5 |
|
|
2022
Q3 | $3.26M | Buy |
19,096
+32
| +0.2% | +$5.47K | 3.8% | 4 |
|
|
2022
Q2 | $3.36M | Sell |
19,064
-169
| -0.9% | -$29.8K | 3.69% | 4 |
|
|
2022
Q1 | $4.09M | Buy |
19,233
+1,231
| +7% | +$262K | 3.7% | 4 |
|
|
2021
Q4 | $4.07M | Buy |
+18,002
| New | +$4.07M | 3.67% | 4 |
|